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There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

 

Avantax affliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC. Investment Advisory Services, including fee based asset management accounts held through NFS,LLC are offered through Avantax Advisors ServicesSM or Collins Financial Group. All other financial planning services are offered through Collins Financial Group. Collins Financial Group and Avantax Investment Services are not affiliated. Placing business through Avantax Insurance Agency CA Insurance #OB25259. The Avantax family of companies exclusively provide investment products and services through its representative. Although Avantax Wealth Management does not provide tax or legal advice, or supervise, tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your accounting and tax professionals for specific information regarding your individual situation.

 

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